THE WEALTH GROUP, LTD
CRD #154106 SEC #801-128145 RALEIGH, NC 919-865-1924
SEC Registered
Total AUM
$288.9M
Discretionary
$285.6M
Employees
8
Clients
0
Accounts
692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $288.9M | $285.6M | $3.4M | 8 | 0 |
| Mar 2025 | $288.9M | $285.6M | $3.4M | 11 | 0 |
| Apr 2024 | $247.9M | $245M | $2.9M | 11 | 0 |
| Mar 2024 | $247.9M | $245M | $2.9M | 11 | 0 |
| Feb 2024 | $208.9M | $206.6M | $2.3M | 10 | 0 |
| May 2023 | $208.9M | $206.6M | $2.3M | 10 | 0 |
| May 2023 | $208.9M | $206.6M | $2.3M | 10 | 0 |
DateAug 2025
Total AUM$288.9M
Discretionary$285.6M
Non-Disc.$3.4M
Employees8
Clients0
DateMar 2025
Total AUM$288.9M
Discretionary$285.6M
Non-Disc.$3.4M
Employees11
Clients0
DateApr 2024
Total AUM$247.9M
Discretionary$245M
Non-Disc.$2.9M
Employees11
Clients0
DateMar 2024
Total AUM$247.9M
Discretionary$245M
Non-Disc.$2.9M
Employees11
Clients0
DateFeb 2024
Total AUM$208.9M
Discretionary$206.6M
Non-Disc.$2.3M
Employees10
Clients0
DateMay 2023
Total AUM$208.9M
Discretionary$206.6M
Non-Disc.$2.3M
Employees10
Clients0
DateMay 2023
Total AUM$208.9M
Discretionary$206.6M
Non-Disc.$2.3M
Employees10
Clients0